Asset Titles and Beneficiary Designations

Complimentary Seminar
Thursday, Jan. 20, at 10 a.m. at the
Charlotte State Bank & Trust Punta Gorda branch

Discover the best practices for titling your accounts or properties and assigning the proper beneficiary designations, so you do not render your will or trust ineffective. IRAs need unique planning techniques which will be highlighted.

Register for this webinar by completing the form below.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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